DE
David Efrem Warshaw
CRD 4702122
Certified Financial Planner
Chartered Financial Consultant
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| The Wealthplan Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Wealthplan Llc
Managing Member/Cco · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗